Software used by thousands of advisors. Success enjoyed by thousands of clients.

Imagine software so advanced, it can unlock Social Security benefits up to $100,000 and more. Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

No credit card or commitment required.

Covisum's AAA Experience

Awesome Support

We'll walk you through your use case and answer your questions.

Actionable Reports

Over 100,000 client reports are generated annually.

Aligned Interests

With a 98% retention rate, you can trust our clients interests are at the heart of our business.

What's included in your trial

Your 10-day free trial is designed to get you up and running in no time while giving you access to our full set of features.

Patented technology and support team simplify Social Security for you and clients

When you subscribe to Social Security Timing®software, you get industry-leading software that identifies the best claiming strategies and an entire support team to help you answer Social Security and software questions. Subscribing is the first, and easiest, step to meet the growing demand for Social Security advice.

Compare claiming strategies

Show clients how the timing of their Social Security claiming decision can cost or save them thousands of dollars. The software illustrates the best and earliest strategies in easy-to-understand charts and allows you to add alternates for comparison.

Show clients where their income falls short

The software generates reports that illustrate the gap between a client’s projected Social Security benefit and desired income in retirement. For many advisors, this simple visual bridges the gap to the broader retirement income plan.

Answer the most complicated questions

Whether basic questions about the software or complex client cases with Social Security, our team of experts will find the answers.

Subscribers say:

“The software is fantastic and the back-office help is unbelievable.”

“With Social Security Timing, I’m seeing people interested in retirement planning, not just another portfolio review.”

“I want to thank you for your superb help, advice and counsel on the phone today! Your knowledge and expertise made me feel that Covisum is the ONLY company I will need to partner with, for my Social Security software and training needs. Your patience in answering all of my questions, so articulately, was impressive. You are a PRO.”

Try it free for 10 days

Getting started is quick and easy.

Ready for full access? Social Security Timing is only $49.99 per month or $500 for an annual subscription (you get two months free with a one year commitment). Paid subscribers have access to an advisor-tested and approved public-facing presentation. You must have login credentials in order to purchase Social Security Timing. If you've never taken a trial, please sign up for the free trial before trying to buy. You can complete the purchase information inside the software. Login and buy.